Merck & Co., Inc.
MRK- Exchange
- NYSE
- Industry
- Pharmaceutical Preparations
- SEC CIK
- 0000310158
In the last 90 days, Merck & Co., Inc. insiders filed 0 open-market purchases and 7 sales; 3,855 institutions reported holding it in 13F filings for Q2 2026, worth $254.3B in total; 4 superinvestors hold it, including Harris Associates (Oakmark) and Fairfax Financial.
13F holders, Q3 2024
Institutional positions in Merck & Co., Inc. as of Sep 30, 2024. Investment managers with $100 million or more in US stocks report their long positions on Form 13F within 45 days after each quarter ends. How 13F works
- Institutional holders
- 3,501
- −15 vs. Q2 2024
- Shares held
- 1.96B
- +213.1M (+12.2%) vs. Q2 2024
- Total value
- $221.8B
- +$5.55B (+2.6%) vs. Q2 2024
- New holders
- 146
- 1,537 more added
- Sold out
- 161
- 1,420 more reduced
41 institutions that held it in Q2 2024 haven't filed for Q3 2024 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.
Compare with Q2 2024: new holders, sold out and not filed yet
Holders and value by quarter
Institutions reporting MRK on Form 13F each quarter since Q1 2021, and the total value they reported. Values are as of each quarter end, so they also move with the share price.
| Quarter | Holders | Value |
|---|---|---|
| Q2 2026 | 3,855 | $254.3B |
| Q1 2026 | 3,812 | $231.9B |
| Q4 2025 | 3,674 | $206.6B |
| Q3 2025 | 3,319 | $159.8B |
| Q2 2025 | 3,337 | $155.9B |
| Q1 2025 | 3,459 | $177.7B |
| Q4 2024 | 3,618 | $196.9B |
| Q3 2024 | 3,501 | $221.8B |
| Q2 2024 | 3,557 | $242.3B |
| Q1 2024 | 3,546 | $256.9B |
| Q4 2023 | 3,443 | $211.6B |
| Q3 2023 | 3,221 | $197.7B |
| Q2 2023 | 3,261 | $222.8B |
| Q1 2023 | 3,187 | $205.1B |
| Q4 2022 | 3,243 | $212.2B |
| Q3 2022 | 2,996 | $162.7B |
| Q2 2022 | 3,019 | $171.5B |
| Q1 2022 | 2,961 | $152.1B |
| Q4 2021 | 2,910 | $142.2B |
| Q3 2021 | 2,658 | $138.8B |
| Q2 2021 | 2,684 | $144.3B |
| Q1 2021 | 2,693 | $143.2B |
Institutions, Q3 2024
Shares, value and share of portfolio for each institution holding Merck & Co., Inc.; share changes are against Q2 2024.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| Siemens Fonds Invest GmbH | 79,174 | $8.99M | 0.72% | −174−0.2% | Reduced |
| APG Asset Management US Inc. | 78,259 | $8.98M | 0.06% | −972,227−92.6% | Reduced |
| Canandaigua National Bank & Trust Co | 79,060 | $8.98M | 0.85% | −1,970−2.4% | Reduced |
| Augustine Asset Management Inc | 78,958 | $8.97M | 3.13% | −90−0.1% | Reduced |
| Hilltop Holdings Inc. | 78,935 | $8.96M | 0.59% | +29,409+59.4% | Added |
| Dynamic Advisor Solutions LLC | 78,705 | $8.94M | 0.27% | −1,961−2.4% | Reduced |
| Axxcess Wealth Management, LLC | 78,001 | $8.86M | 0.22% | −7,087−8.3% | Reduced |
| Avantax Planning Partners, Inc. | 77,991 | $8.86M | 0.32% | −19,675−20.1% | Reduced |
| Cardinal Capital Management | 77,300 | $8.84M | 1.37% | +4,182+5.7% | Added |
| Boston Financial Mangement LLC | 77,667 | $8.82M | 0.26% | −4,302−5.2% | Reduced |
| Miramar Capital, LLC | 77,361 | $8.79M | 2.05% | −932−1.2% | Reduced |
| Moody Lynn & Lieberson, LLC | 77,286 | $8.78M | 0.54% | −55,686−41.9% | Reduced |
| CSM Advisors, LLC | 76,975 | $8.74M | 0.57% | −3,878−4.8% | Reduced |
| Summit Financial, LLC | 76,102 | $8.70M | 0.34% | +34,986+85.1% | Added |
| Resources Investment Advisors, LLC. | 76,301 | $8.66M | 0.10% | −1,815−2.3% | Reduced |
| W Advisors, LLC | 76,258 | $8.66M | 5.33% | −279−0.4% | Reduced |
| Advocate Group LLC | 76,202 | $8.65M | 1.57% | +1,746+2.3% | Added |
| KCM Investment Advisors LLC | 75,826 | $8.61M | 0.29% | −573−0.8% | Reduced |
| Northeast Financial Consultants Inc | 75,745 | $8.60M | 0.38% | +159+0.2% | Added |
| Choate Investment Advisors | 75,525 | $8.58M | 0.22% | −5,780−7.1% | Reduced |
| Hodges Capital Management Inc. | 75,324 | $8.55M | 0.55% | +13,807+22.4% | Added |
| Folger Nolan Fleming Douglas Capital Management, Inc | 75,265 | $8.55M | 0.84% | −2,431−3.1% | Reduced |
| Anchor Investment Management, LLC | 75,070 | $8.52M | 0.80% | +1,228+1.7% | Added |
| Kentucky Retirement Systems Insurance Trust Fund | 75,049 | $8.52M | 0.59% | −6,644−8.1% | Reduced |
| Ironwood Investment Counsel, LLC | 73,984 | $8.40M | 1.40% | +737+1.0% | Added |
| Brookstone Capital Management | 73,790 | $8.38M | 0.12% | +8,237+12.6% | Added |
| Security National Bank | 73,753 | $8.38M | 1.14% | +373+0.5% | Added |
| BTC Capital Management, Inc. | 73,596 | $8.36M | 0.74% | +101+0.1% | Added |
| Trust Co of Toledo NA | 73,564 | $8.35M | 1.13% | +320+0.4% | Added |
| Core Alternative Capital | 73,447 | $8.34M | 1.61% | −6,497−8.1% | Reduced |
| Valeo Financial Advisors, LLC | 91,819 | $8.29M | 0.24% | −4,076−4.3% | Reduced |
| Rossmore Private Capital | 72,898 | $8.28M | 1.02% | +430+0.6% | Added |
| Summit Financial Wealth Advisors, LLC | 72,572 | $8.24M | 1.55% | +762+1.1% | Added |
| Round Hill Asset Management | 72,435 | $8.23M | 5.44% | −500−0.7% | Reduced |
| Principle Wealth Partners LLC | 72,418 | $8.22M | 0.58% | +1,750+2.5% | Added |
| Silicon Valley Capital Partners | 72,335 | $8.21M | 1.07% | +8,982+14.2% | Added |
| Fulton Bank, N.A. | 71,937 | $8.17M | 0.31% | −1,497−2.0% | Reduced |
| Level Four Advisory Services, LLC | 79,636 | $8.15M | 0.34% | −13,540−14.5% | Reduced |
| Marble Harbor Investment Counsel, LLC | 71,714 | $8.14M | 0.89% | −252−0.4% | Reduced |
| Red Door Wealth Management, LLC | 71,437 | $8.11M | 1.35% | +3,343+4.9% | Added |
| Linscomb & Williams, Inc. | 71,405 | $8.11M | 0.40% | −135−0.2% | Reduced |
| Private Capital Advisors, Inc. | 71,245 | $8.09M | 0.89% | 00.0% | Unchanged |
| HighPoint Advisor Group LLC | 71,044 | $8.07M | 0.47% | −7,861−10.0% | Reduced |
| Northern Oak Wealth Management Inc | 70,929 | $8.05M | 0.94% | −946−1.3% | Reduced |
| Claudia M.P. Batlle, CRP (R) LLC | 70,790 | $8.04M | 2.42% | −1,331−1.8% | Reduced |
| Pallas Capital Advisors LLC | 75,894 | $8.04M | 0.34% | +6,859+9.9% | Added |
| Morgan Dempsey Capital Management LLC | 70,340 | $7.99M | 2.74% | −9,027−11.4% | Reduced |
| Sowell Financial Services LLC | 69,830 | $7.98M | 0.37% | +4,304+6.6% | Added |
| Courier Capital LLC | 70,216 | $7.97M | 0.55% | −346−0.5% | Reduced |
| Freestone Capital Holdings, LLC | 70,039 | $7.95M | 0.27% | +3,244+4.9% | Added |
| Miracle Mile Advisors, LLC | 69,978 | $7.95M | 0.18% | −7,932−10.2% | Reduced |
| Live Oak Private Wealth LLC | 69,959 | $7.94M | 1.29% | +750+1.1% | Added |
| Evergreen Capital Management LLC | 69,433 | $7.94M | 0.27% | −4,649−6.3% | Reduced |
| Hennion & Walsh Asset Management, Inc. | 69,711 | $7.92M | 0.37% | −5,225−7.0% | Reduced |
| CAPROCK Group, Inc. | 69,075 | $7.90M | 0.29% | −2,895−4.0% | Reduced |
| Bonness Enterprises Inc | 69,500 | $7.89M | 2.62% | 00.0% | Unchanged |
| Boit C F David | 70,283 | $7.88M | 3.90% | 00.0% | Unchanged |
| Allworth Financial LP | 69,244 | $7.86M | 0.05% | +5,424+8.5% | Added |
| Fiduciary Alliance LLC | 69,201 | $7.86M | 1.04% | −5,074−6.8% | Reduced |
| Argent Financial Group, Inc. | 69,005 | $7.84M | 0.93% | +69,005 | New |
| Zuckerman Investment Group, LLC | 68,356 | $7.76M | 0.80% | +89+0.1% | Added |
| Ashton Thomas Private Wealth, LLC | 68,005 | $7.72M | 0.41% | −7,904−10.4% | Reduced |
| Thematics Asset Management | 67,860 | $7.71M | 0.30% | +11,945+21.4% | Added |
| Fifth Third Wealth Advisors LLC | 67,790 | $7.70M | 0.47% | +34,312+102.5% | Added |
| Kelly Lawrence W & Associates Inc | 67,447 | $7.66M | 1.73% | +624+0.9% | Added |
| JPB Foundation | 67,317 | $7.64M | 0.81% | −105,000−60.9% | Reduced |
| Primecap Management Co | 66,800 | $7.59M | 0.01% | −6,000−8.2% | Reduced |
| Guyasuta Investment Advisors Inc | 66,547 | $7.56M | 0.47% | −1,528−2.2% | Reduced |
| Bank of Hawaii | 66,198 | $7.52M | 0.31% | −176−0.3% | Reduced |
| Ballentine Partners, LLC | 66,176 | $7.51M | 0.13% | −8,003−10.8% | Reduced |
| Ipswich Investment Management Co., Inc. | 66,111 | $7.51M | 1.74% | −360−0.5% | Reduced |
| Independent Advisor Alliance | 66,051 | $7.50M | 0.27% | −2,825−4.1% | Reduced |
| Wedbush Securities Inc | 66,000 | $7.50M | 0.28% | −15,863−19.4% | Reduced |
| Chesley Taft & Associates LLC | 65,847 | $7.48M | 0.36% | −190−0.3% | Reduced |
| Eliot Finkel Investment Counsel, LLC | 65,575 | $7.45M | 4.57% | −545−0.8% | Reduced |
| PFG Investments, LLC | 65,557 | $7.44M | 0.48% | +3,195+5.1% | Added |
| SG Americas Securities, LLC | 65,517 | $7.44M | 0.03% | −971,844−93.7% | Reduced |
| Steel Peak Wealth Management LLC | 64,699 | $7.40M | 0.33% | +33,906+110.1% | Added |
| Ally Financial Inc. | 65,000 | $7.38M | 0.89% | +37,000+132.1% | Added |
| M. Kulyk & Associates, LLC | 64,872 | $7.37M | 1.48% | +2,096+3.3% | Added |
| Asset Advisors Investment Management, LLC | 64,846 | $7.36M | 0.77% | −1,497−2.3% | Reduced |
| Strategic Global Advisors, LLC | 64,668 | $7.34M | 1.45% | +30,755+90.7% | Added |
| Sienna Gestion | 64,331 | $7.29M | 0.49% | +9,292+16.9% | Added |
| Tectonic Advisors LLC | 63,984 | $7.27M | 0.48% | +6,817+11.9% | Added |
| Ellsworth Advisors, LLC | 63,910 | $7.26M | 1.88% | +2,508+4.1% | Added |
| Northeast Investment Management | 63,842 | $7.25M | 0.32% | +2,423+3.9% | Added |
| Shell Asset Management Co | 63,664 | $7.23M | 0.32% | +63,664 | New |
| Adell Harriman & Carpenter Inc | 63,647 | $7.23M | 0.53% | +10,210+19.1% | Added |
| China Universal Asset Management Co., Ltd. | 63,101 | $7.21M | 0.80% | +8,985+16.6% | Added |
| Cornerstone Wealth Group, LLC | 63,408 | $7.20M | 0.60% | +834+1.3% | Added |
| Boston Research & Management Inc | 63,040 | $7.16M | 1.65% | +2,276+3.7% | Added |
| First American Bank | 62,860 | $7.14M | 0.51% | −3,279−5.0% | Reduced |
| Leavell Investment Management, Inc. | 62,390 | $7.13M | 0.36% | −1,835−2.9% | Reduced |
| XML Financial, LLC | 62,574 | $7.11M | 0.66% | −1,290−2.0% | Reduced |
| Barbara Oil Co. | 62,295 | $7.07M | 2.89% | 00.0% | Unchanged |
| Meeder Asset Management Inc | 62,286 | $7.07M | 0.47% | −188,509−75.2% | Reduced |
| Capital Counsel LLC | 62,206 | $7.06M | 0.30% | +230.0% | Added |
| Rothschild Capital Partners, LLC | 61,961 | $7.04M | 1.96% | +508+0.8% | Added |
| Headlands Technologies LLC | 61,937 | $7.03M | 0.81% | +20,018+47.8% | Added |
| Community Financial Services Group, LLC | 61,825 | $7.02M | 1.44% | +3,671+6.3% | Added |